Trainee Insurance Advisor

Trainee Insurance Advisor

What you'll be doing

Using leads provided, you will engage with personal lines customers throughout the UK in respect of non-standard home & car insurance products as well as assisting / supporting customers with any related queries / changes / amendments required in relation to their policy

Full Training provided for any successful candidates, so no previous insurance knowledge is necessary.

Role Purpose

Using the leads generated, to outbound call clients, selling and cross selling the non- standard home & car product and any other relevant personal lines insurance products within company set sales targets (individual and overall branch/company target)

To provide the highest standards of customer care, service, and client retention.

To give advice to customers, explain why a particular product or provider would best meet the demands and needs of the customer, and give recommendations tailored to the customer's requirements.

To always ensure best practice in line current legal and regulatory requirements

Your responsibilities

Achieving personal monthly targets whilst maintaining the correct standards of work and quality and as required by the Financial Conduct Authority (our regulator).

Be a role model for the Company, by always presenting a professional image.

Adhering to regulations and requirements of the Financial Conduct Authority (our regulator).

Providing expert and prompt advice to new and existing customers regarding their insurance needs, e.g., handling adjustments, renewals and any other queries which may arise.

Providing quotations and arranging new business via computerised rating guides.

Maximising all sales opportunities to include cross selling and dealing with prospects efficiently and effectively.

Identifying and following up on potential customers quickly and professionally.

Effectively and efficiently handle policy adjustments, renewals and any other queries which may arise.

Handling customer complaints in accordance with company procedures, calmly and with empathy.

Achieving personal monthly targets whilst maintaining acceptable standards of work and quality.

Dealing with all business clients in a professional manner.

Maintain effective communication with all contacts, including insurance companies.

Being a corporate ambassador by always presenting a professional image

General Duties

Complying with all relevant company policies and procedures, including health and safety procedures.

Carrying out any other roles /functions as necessary by the Manager to support the effective operation of the branch.

Your role at a glance

It is very customer focused sales role with the provision of exceptional customer service at the heart of everything you do and you will be working towards individual, and company set monthly targets.